Wealth Management- Bpo- (Backend)

Job Descriprion:

- 6 months+ experience in wealth management operations, equity research, or investment advisory support

- Exposure to equities, ETFs, mutual funds, and crypto instruments

- Experience in portfolio analysis, market research, or client reporting

- Familiarity with corporate actions, dividends, NAV movements, and financial statements

- Prior experience working with RM teams, investment advisors, or PMS/AIF setups is a plus Key Skills Required

- Strong understanding of capital markets & investment products

- Equity & fund analysis skills

- Financial statement analysis

- Advanced Excel (pivot tables, lookup formulas, MIS reports)

- Market research & report writing

- NISM Mutual Fund / Equity certification preferred

- Communication & presentation skills

Role Responsibilities ...